Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,546 | $138,114-81.5% | $125,391-79.6% | $134,545-81.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.48% | 750.88%-771.4pp | 572.41%-592.9pp | 418.37%-438.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,229 | $7,801-58.6% | $7,448-56.7% | $6,401-49.6% |
| Admin fee / account holder | $1,540 | $11,570-86.7% | $10,009-84.6% | $11,431-86.5% |